Zuora is one of the easiest billing and AR software's that I have ever used. From an AR perspective, it's simple to navigate around and processing a payment is really simple to do. Review collected by and hosted on G2.com.
The A/R reports are in an Excel format and you have to filter the spreadsheet in order to get what you need. Also, you can't backdate an aging report, so it makes it difficult for pulling old reports for auditors. As suggestions, buy the accounting connector. It's worth it. Review collected by and hosted on G2.com.
Can handle a lot of bill runs (we have a lot of small value customers).
Good at quickly changing prices
Easy for sales team to build quotes
Locks down month end reporting and recognizes revenue automatically.
We have Zuora as our Nth billing systems, so the exposure to it is relatively weak. However, it is built for recurring billing and invoicing, which makes our lives easier by being able to batch the invoices together. Review collected by and hosted on G2.com.
The reporting part is both a blessing and a curse. I like the fact that we can drill down on reporting, but I dislike that there are no standard reports.. There are many fields that you can pull into a report but it is almost overwhelming and some fields are redundant. The billing can be frustrating when the system does not align with the revenue schedule.
In addition, it would be nice to be able to bill based on subscriber activity rather than simply flat rates.
also, Review collected by and hosted on G2.com.
Excellent tool for SaaS subscription companies. Very robust subscription object and easily integrates with Salesforce Review collected by and hosted on G2.com.
Not good for companies dealing in mulitple currencies Review collected by and hosted on G2.com.
Subscription management, billing are working smoothly, bery flexible, easy to use and scalble Review collected by and hosted on G2.com.
CPQ is from the billing side and less from the sales side which is why we get negative feedback from the sales people Review collected by and hosted on G2.com.
Zoura offers a lot of flexibility around how products and "rate plans" can be set up. Review collected by and hosted on G2.com.
Where to begin.
The implementation process was awful. We were forced to use a 3rd party consulting group for implementation. They knew very little about the product and were more interested in tracking hours and building spreadsheets than doing any work. After our prepaid hours (about $300/hr) with them ran out, we realized that we would be better off on our own since the only real help we got was from an internal contact at Zoura.
After a while we gave up on the full integration, setting for a very manual billing process. Our CX manager at Zuora wasn't able to offer any help or best practices for us in our industry (B2B SaaS). On more than one occasion they said to us "I'm not sure, nether of my other customers do that".
After a year we decided that we needed to move to another platform. We left behind blood, sweat, tears, and a whole lot of wasted money. Perhaps we were doomed from the beginning due to an inept implementation team and the software is actually great. Hard to say. Review collected by and hosted on G2.com.
Zuora is a fantastic billing system that easily integrates with Salesforce.com. The overall ease of use, configuration for recurring / one-time billing charges, and easy hook-up into Salesforce.com makes Zuora an easy choice for many companies in the software / SaaS space. Review collected by and hosted on G2.com.
The API for Zuora is a bit confusing for the average user / developer, and it takes time to become acclimated to their data model. Also, the pricing for Sandbox environments is somewhat unreasonable, but overall that's about the only downside I can think of for Zuora. Review collected by and hosted on G2.com.
integration into salesforce was easy once we got the rules and limitations down.
setting roles and what each user role is allowed to perform certain tasks is helpful where many eyes can view the billing data.
confidential, no full credit card number is displayed. Review collected by and hosted on G2.com.
whiel their reporting has come a long way in the last 5 years, the interface in which to create reports is not very pleasing and you need to hunt for things. the 'example' display is not accurate at all, and for some reason mine is set to spanish instead of english. Review collected by and hosted on G2.com.
Top to Bottom workflow when preparing orders for fulfillment. Review collected by and hosted on G2.com.
Takes a bit of time to learn/perfect. Always a learning lesson when new error messages display. Review collected by and hosted on G2.com.